Hi, I've been battling with the below for a couple of days and feel there is probably a relatively simple solution.
I want to compare the below metrics, which have their own tables, against monthly targets.
- Sales (i.e. when the sale is made)
- Revenue recognized (i.e. revenue associated with % of the project complete)
- Invoices (Cash flow, i.e. when invoices are received)
I have one table called Forecast which has the sales and revenue forecast per month. Each of the above is in a one to many forecast with Forecast (e.g. Forecast --< Invoices). In the Forecast table the Period is expressed as YYYY-MM.
The issue is, I still need to capture actual dates in the tables above (at least Sales and Invoices) so selecting the Forecast Period is an annoying extra step.
Is there a way to auto populate the Reference field so it is the same as the date of the record in the child table (converted into the same format)?
Thanks in advance